See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,895 | $108,172-4.0% | $77,482+34.1% | $158,922-34.6% |
| Participation rate | 45.5% | 64.4%-19.0pp | 54.2%-8.7pp | 82.0%-36.5pp |
| Annual return | 21.29% | 31.67%-10.4pp | 54.79%-33.5pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,124 | $1,325-15.2% | $986+13.9% | $4,761-76.4% |
| Participant deferral / active EE | $4,672 | $2,456+90.2% | $1,861+151.0% | $5,982-21.9% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |